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Joel Isaacson & Co’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Joel Isaacson & Co’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25M Buy
176,960
+361
+0.2% +$53.4K 0.83% 21
2025
Q4 		$26.3M Buy
176,599
+358
+0.2% +$52.9K 0.87% 21
2025
Q3 		$25.7M Buy
176,241
+309
+0.2% +$43.3K 0.93% 21
2025
Q2 		$23.8M Buy
175,932
+190
+0.1% +$23.7K 0.97% 20
2025
Q1 		$21.4M Buy
175,742
+10,144
+6% +$1.31M 0.97% 18
2024
Q4 		$21.3M Buy
165,598
+3,604
+2% +$467K 0.96% 19
2024
Q3 		$20.4M Buy
161,994
+16,654
+11% +$2.02M 0.97% 19
2024
Q2 		$17.3M Buy
145,340
+536
+0.4% +$61.6K 0.91% 19
2024
Q1 		$16.6M Buy
144,804
+6,925
+5% +$759K 0.91% 20
2023
Q4 		$14.5M Buy
137,879
+1,341
+1% +$131K 0.89% 20
2023
Q3 		$12.8M Buy
136,538
+3,500
+3% +$343K 0.88% 19
2023
Q2 		$13M Buy
133,038
+2,529
+2% +$234K 0.87% 17
2023
Q1 		$11.8M Buy
130,509
+7,315
+6% +$647K 0.85% 17
2022
Q4 		$10.4M Buy
123,194
+31,547
+34% +$2.69M 0.8% 19
2022
Q3 		$7.28M Buy
91,647
+10,827
+13% +$959K 0.63% 23
2022
Q2 		$6.78M Buy
80,820
+272
+0.3% +$24.8K 0.57% 24
2022
Q1 		$7.88M Buy
80,548
+11,250
+16% +$1.13M 0.58% 25
2021
Q4 		$7.48M Buy
69,298
+11,877
+21% +$1.25M 0.51% 24
2021
Q3 		$5.65M Buy
57,421
+150
+0.3% +$15.2K 0.43% 31
2021
Q2 		$5.64M Buy
57,271
+11,683
+26% +$1.12M 0.44% 29
2021
Q1 		$4.14M Buy
45,588
+4,220
+10% +$375K 0.36% 33
2020
Q4 		$3.56M Buy
41,368
+13,279
+47% +$1.08M 0.35% 32
2020
Q3 		$2.14M Buy
28,089
+2,603
+10% +$196K 0.28% 40
2020
Q2 		$1.78M Buy
25,486
+5,536
+28% +$364K 0.25% 43
2020
Q1 		$1.15M Buy
+19,950
New +$1.36M 0.2% 58

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Joel Isaacson & Co's ESGU Position: Q1 2026 in Review

Joel Isaacson & Co increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.2% in Q1 2026, buying an estimated $53.4K and bringing the position to 176,960 shares worth $25M. The position accounts for 0.83% of the portfolio, ranked #21.

Joel Isaacson & Co first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $26.3M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Joel Isaacson & Co held 176,960 shares of iShares ESG Aware MSCI USA ETF worth $25M as of Q1 2026.
  • Joel Isaacson & Co bought 361 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $53.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.83% of Joel Isaacson & Co's portfolio in Q1 2026, its #21 holding.
  • Joel Isaacson & Co first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Joel Isaacson & Co's iShares ESG Aware MSCI USA ETF position peaked at $26.3M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.